Jessica Putnam
Casco,ME
Summary
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Financial Advisor
Ameriprise Financial
Naples, ME
08.2025 - Current
- Assist clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
- Manage risk within client portfolios by carefully selecting appropriate investments and maintaining proper asset allocation.
Financial Advisor
Edward Jones Investments
Bridgton, ME
10.2018 - 08.2025
- Built strong relationships with clients through effective communication and follow-up practices.
- Utilized financial planning software to assist in preparing reports and presentations for client meetings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Senior Branch Office Administrator
Edward Jones Investments
South Paris, ME
06.2011 - 10.2018
- Managed daily branch operations, ensuring compliance with regulatory standards and firm policies.
- Provided exceptional support to clients, ensuring prompt resolution of inquiries and issues.
- Assisted Licensed Financial Advisor with scheduling and preparing for client meetings. Also assisted with client prospecting strategies.
Education
Bachelor of Science - Business Management
Thomas College
Waterville05-2011
Skills
- Complex Problem-solving
- Self Motivated
- Relationship building
- Strategic planning
- Conflict resolution
- Positive Attitude
Certification
Series 7 and 66 license
Maine Life and Health insurance license
Timeline
Financial Advisor
Ameriprise Financial
08.2025 - Current
Financial Advisor
Edward Jones Investments
10.2018 - 08.2025
Senior Branch Office Administrator
Edward Jones Investments
06.2011 - 10.2018
Bachelor of Science - Business Management
Thomas College